IFA

Interactive Financial Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 9.86%
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.97M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

1
+$7.13M
2
+$6.22M
3
+$6.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.17%
4,500
52
$361K 0.16%
7,340
+450
53
$354K 0.16%
4,755
-214
54
$348K 0.16%
5,013
-2,139
55
$342K 0.15%
2,631
-1,221
56
$337K 0.15%
5,608
+181
57
$331K 0.15%
3,500
58
$288K 0.13%
1,740
-892
59
$284K 0.13%
2,692
-102
60
$276K 0.12%
3,025
+152
61
$273K 0.12%
6,136
+1,746
62
$267K 0.12%
2,376
63
$263K 0.12%
10,930
+222
64
$228K 0.1%
2,452
-65,697
65
$218K 0.1%
7,503
-125
66
$198K 0.09%
6,863
-2,959
67
$196K 0.09%
3,813
+137
68
$194K 0.09%
1,022
+27
69
$192K 0.09%
2,014
-74,760
70
$180K 0.08%
1,629
71
$162K 0.07%
1,997
+36
72
$160K 0.07%
2,648
73
$158K 0.07%
2,095
-237
74
$150K 0.07%
3,108
-60
75
$149K 0.07%
1,236
1 2
3
4 5